Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrell? Claim Your ProfileTerrell Ray Pohlmeier is a financial advisor at UBS Financial Services Inc., working in the Tulsa, OK area. Terrell Pohlmeier has been in the industry since 2001, holding both broker-dealer and investment advisor registrations. Terrell has earned the Series 7, Series 9, Series 10, Series 31 and Series 66 licenses, as well as the SIE exam. Terrell is registered with the state of Oklahoma as a broker-dealer and as an investment advisor representative. Terrell Pohlmeier also has other business activities, including serving as Treasurer for Boy Scouts Pack 903.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OK
05/22/2007 - Present
UBS Financial Services Inc. (TULSA OK)
OK
07/25/2001 - 11/20/2006
MORGAN STANLEY DW INC. (TULSA OK)
BOTH
Issued 08/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Terrell Pohlmeier is the right advisor for you? Invested Better is here to help.
